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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,306 | $112,729-95.3% | $98,716-94.6% | $137,256-96.1% |
| Participation rate | 5.3% | 74.2%-69.0pp | 69.3%-64.0pp | 80.0%-74.7pp |
| Annual return | 16.97% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $55 | $4,640-98.8% | $4,048-98.6% | $6,407-99.1% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |